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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

760 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 237 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+15
Holders Change %
+2.01%
% of All Funds
10.19%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
62
Increased
237
Reduced
325
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$58.4M
2
Betterment LLC
Betterment LLC
New York
+$57.6M
3
Goldman Sachs
Goldman Sachs
New York
+$39.3M
4
Morgan Stanley
Morgan Stanley
New York
+$28.1M
5
MMA
Miracle Mile Advisors
California
+$26.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$180M
2
Northern Trust
Northern Trust
Illinois
-$178M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$75.7M
4
BlackRock
BlackRock
New York
-$27.9M
5
JSW
Journey Strategic Wealth
New Jersey
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
401
Mount Yale Investment Advisors
Colorado
$675K -$208K -1,534 -24%
GDP
402
Great Diamond Partners
Maine
$673K -$21.9K -162 -3%
AI
403
Atria Investments
North Carolina
$665K +$47.4K +350 +8%
SL
404
Sentinus LLC
Illinois
$664K -$66.3K -490 -9%
TPCW
405
TD Private Client Wealth
New York
$660K -$21.2K -157 -3%
EB
406
Eastern Bank
Massachusetts
$659K -$223K -1,647 -25%
MSFS
407
Main Street Financial Solutions
Pennsylvania
$654K +$1.62K +12 +0.2%
MFG
408
Magnus Financial Group
New York
$654K -$6.36K -47 -1%
BFP
409
Brewster Financial Planning
New York
$650K -$20.6K -152 -3%
BRWA
410
B. Riley Wealth Advisors
Florida
$645K +$645K +4,771 New
TWA
411
Talisman Wealth Advisors
New Jersey
$645K +$5.14K +38 +0.8%
HFS
412
Howard Financial Services
Texas
$642K +$2.03K +15 +0.3%
IF
413
Intrua Financial
Texas
$638K -$95.8K -708 -13%
WAP
414
Wealthcare Advisory Partners
Pennsylvania
$638K -$32.7K -242 -5%
KWM
415
Kingsview Wealth Management
Oregon
$636K -$29K -214 -4%
CSP
416
Cary Street Partners
Virginia
$633K -$179K -1,322 -22%
HFO
417
Heritage Family Offices
Arizona
$628K – – –
FA
418
FC Advisory
Pennsylvania
$623K +$623K +4,608 New
FFG
419
Fiduciary Financial Group
California
$622K +$2.43K +18 +0.4%
Bank of Montreal
420
Bank of Montreal
Ontario, Canada
$602K +$17.2K +127 +3%
CWM
421
Certus Wealth Management
California
$601K -$6.77K -50 -1%
BAM
422
Belpointe Asset Management
Nevada
$600K -$158K -1,170 -21%
LFA
423
Level Financial Advisors
New York
$600K – – –
TW
424
Traveka Wealth
California
$594K +$176K +1,303 +42%
MFP
425
Meridian Financial Partners
Virginia
$588K +$86.4K +638 +17%
15 16
17
18 19